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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Supplier Return Notes;
locate a specific Supplier Return Note record; and
open a Supplier Return Note record for viewing/editing (or add its details to an open document).
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Supplier Return Notes in the Finder:
From the Home tab: under search, select Supplier Return Notes.
Or: Use the search section in the Mega Menu to select Supplier Return Notes.
Or: From the main menu: select Edit > Search, then select Supplier Return Notes.
Or: In the Finder: click the 'down' arrow on the Search... button and select Supplier Return Notes from the menu.
Your Supplier Return Note records will be listed in the Finder. For example:
For further details and column definitions see Working With Supplier Return Notes.
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
You may select the Branch which issued the Supplier Return Note using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the Document hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Working With Supplier Return Notes.
The following hyperlinks are also available in this Finder. Click:
Account: To open the Customer record associated with this Supplier Return Note
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Supplier Return Notes have the following Search options:
Supplier: Display Supplier Return Notes (and search results) in Account order.
Product: Display Supplier Return Notes (and search results) which contain a named Product - see below.
Document: Display Supplier Return Notes (and search results) in Document (i.e. Credit Note number) order.
Required By: Display Supplier Return Notes (and search results) in Required By date order.
You may also change the sort order by selecting either A to Z or Z to A.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search option is Document then enter all or part of the Supplier Return Note/document number.
To find a Supplier Return Note which contains a specific product: select Product in the Search menu before entering a product-related search term.
Note: You may click the down arrow within the search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
You may use filters to control which records are displayed in the Finder. To filter Supplier Return Notes:
1. Click Advanced on the Finder Toolbar.
2. By default, all Supplier Return Note (a) Status and (b) Type types are displayed in the results (i.e. all of the Status and Type fields are checked). To reduce the number of results you may uncheck the following fields:
Status:
All: Show Supplier Return Notes of every Status
Open: Show Supplier Return Notes with the Status 'Open'
Confirmed: Show Supplier Return Notes with the Status 'Confirmed'
Paid: Show Supplier Return Notes with the Status 'Paid'
Cancelled: Show Credit Notes with the Status 'Cancelled'
Type:
All: Show Supplier Return Notes of every Type
Stock: Show Supplier Return Notes with the Type 'Stock'
Value: Show Supplier Return Notes with the Type 'Value'
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field(s) then click the search (magnifying glass) icon on the Finder toolbar.
NEXT: Finding Table Files
